Cwm, Llc

Q4 2022 13F Holdings Report, Stock Holdings

Signature - Title
Dani Hampton - Compliance Manager
Location
Omaha, NE
Holdings as of
December 31, 2022
Value $
$13.6B
Num holdings
3,918
Date filed
2/1/2023, 09:40 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, IUSB, ESGU, GOVT, and MTUM.
Previous filing
Q3 2022 - Oct 27, 2022
Next filing
Q1 2023 - May 1, 2023
Options Holdings
Showing stock holdings, see here for options holdings
Filing 2022 Q4 compared to 2022 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Dani Hampton Compliance Manager Omaha, Nebraska 1/31/2023

Other Included Managers (1):

Num Name Location File Number
1 Carson Group Investing, LLC Omaha, NE 028-21365